OneDigital Investment Advisors’s Align Technology ALGN Stock Holding History

OneDigital Investment Advisors’s Portfolio ALGN Stock Details ALGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,036	Closed	-$284K	–	1091
2023 Q4	$284K	Buy	+1,036	New	+$246K	0.01%	929
2019 Q3	–	Sell	-65	Closed	-$18K	–	582
2019 Q2	$18K	Buy	65 +2	+3%	+$604	﹤0.01%	826
2019 Q1	$18K	Sell	63 -291	-82%	-$69.5K	﹤0.01%	755
2018 Q4	$74K	Buy	354 +300	+556%	+$75.8K	0.01%	387
2018 Q3	$21K	Sell	54 -7	-11%	-$2.58K	﹤0.01%	641
2018 Q2	$21K	Sell	61 -21	-26%	-$6.26K	﹤0.01%	785
2018 Q1	$21K	Sell	82 -21	-20%	-$5.39K	﹤0.01%	794
2017 Q4	$23K	Sell	103 -16	-13%	-$3.63K	﹤0.01%	754
2017 Q3	$22K	Hold	119	–	–	0.01%	605
2017 Q2	$18K	Buy	+119	New	+$16.1K	0.01%	779

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

OneDigital Investment Advisors's ALGN Position: Q1 2024 in Review

OneDigital Investment Advisors sold out of Align Technology (ALGN) in Q1 2024, closing a stake of 1,036 shares — an estimated $284K sold.

OneDigital Investment Advisors first reported a position in ALGN in Q2 2017 and held it in 10 quarters. The position peaked at $284K in Q4 2023. 818 funds tracked by Wall St. Rank hold ALGN as of Q1 2024.

OneDigital Investment Advisors reported no remaining Align Technology position as of Q1 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 1,036 Align Technology shares in Q1 2024, an estimated $284K.
OneDigital Investment Advisors first reported a position in Align Technology in Q2 2017 and held it in 10 quarters.
OneDigital Investment Advisors's Align Technology position peaked at $284K in Q4 2023.
818 funds tracked by Wall St. Rank held Align Technology as of Q1 2024.

Based on OneDigital Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.